Are you using ZOHO CRM for a B2C coaching/consulting business? Let me copy your customization!

Are you using ZOHO CRM for a B2C coaching/consulting business? Let me copy your customization!

I'm hoping to use ZOHO CRM to keep track of my life coaching clients and the default settings are WAY off.

If you're in a similar industry and have customized the leads, potentials, contacts, and accounts tabs in a way you like, please be in touch. It would be a huge favor to use "copy customization" with your setup instead of starting from scratch.

Many thanks!
Peter